JM
CFP
JM
CFP

John Maser

43 Years of Experience
Newport New, VA
1 DisclosureBrokerSells Insurance

John Maser is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Newport New, VA, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11815 Fountain Way Suite 300, [Satellite], Newport New, VA, 23606

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1999
Settled
Other Business ActivitiesSells Insurance

John is an author, receiving royalties from a book and CFP CE courses. He also owns John Maser LLC, John H. Maser Musician, Maser DE LLC, and works as a financial advisor at Princeton Harriman Insurance Solutions, spending a few hours per week on the insurance practice.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2006 - April 2023 · 16 yrs 5 mos
Wells Fargo Clearing Services, LLC
November 2006 - April 2023 · 16 yrs 5 mos
Davenport & Company LLC
September 2001 - November 2006 · 5 yrs 2 mos
Davenport & Company LLCBroker
September 2001 - November 2006 · 5 yrs 2 mos
First Union Securities, INC.Broker
October 1999 - September 2001 · 1 yr 11 mos
First Union Capital Markets CORP.Broker
March 1983 - October 1999 · 16 yrs 7 mos
State Registrations22 states
ALAZCACODCFLGAHIIDILINMAMDNCNJNMNYOHPASCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Maser - Financial Advisor | TrueAdvisor